2024-06-26 - ERM SIG meeting

Owned by Martina Schildt
Last updated: Jun 28, 2024
3 min read

Meeting Time:    8 am EST /  2 pm CET / 1 pm UK

Call in Number:    https://openlibraryfoundation.zoom.us/j/88673361033

Meeting URL: https://openlibraryfoundation.zoom.us/j/88673361033   Password needed: please see link below

https://folio-org.atlassian.net/wiki/display/COMMUNITY/FOLIO+Meetings+with+Zoom

 

ERM SIG Folio Wiki: https://folio-org.atlassian.net/wiki/display/ERMSIG/

Google Folder: https://drive.google.com/drive/folders/17X3tr6siZH8iS07kGcjAqUNl01zVrJmB

Terms and definitions: https://docs.google.com/document/d/1vue-mbcULpZivWu69a7nAZEdC-H2yXPQqSblbL_0J6U

Slack Channel: # erm-team

Housekeeping

  • Convener: Martina S.
    Notetaker: Martina S.

  • All: Please edit the attendees list below and indicate when you are there!

  • Next ERM meeting:  Jul 24, 2024

  • All questions and ERM implementers' topics can be posted on: ERM implementers.

  • WOLFcon sessions accepted

    • ERM Experience Exchange has been accepted

    • 2 ERM and Workflow sessions - one session to discuss use cases and one to discuss with the Workflow SIG

  • Question: do we still need the attendees list?

    • no, it is not used

    • a members list with home orgnaisation and contact information will be created instead

      @Martina Schildt will create the members page and inform via Slack

Agenda items

  1. Development progress - https://folio-org.atlassian.net/wiki/x/BwBZ

  2. Behaviour on creating a new agreement line (“save and create another”-checkbox)

    1. Please review the document at https://docs.google.com/document/d/1e4ZNiI0EFiRjzXkgFDznxhCrMvUjB4shn3uMyeCEeHg/edit?usp=sharing and answer the questions

  3. Continue implementers topic: When duplicating an agreement/ or a license: additional fields should be duplicated

    1. Please review the document at https://docs.google.com/document/d/1QR-7Fd3nubZLy5LXhUW8nEoIk-6zgpf7PVBVIIqSGfE/edit?usp=sharing and answer the questions

Minutes

Housekeeping

Development progress update

  • working on bug: sort by name column does not work in AGL search and sort

  • improving automated testing

  • working on local KB sync

  • significant performance improvements

Behaviour on creating a new agreement line

  • after Poppy and Quesnelia release, when duplicating the agreement the form is not cleared but the information is copied

  • Majority of members would prefer the from to be cleared

  • ERM SIG does not require a CSP for this functionality

  • Fix will apply from Ramsons going forward

Agreed:

Duplicate vs. save

  • save and create another > clears form

  • duplicate > copies data into the new form

Drop down "Save" menu instead of the checkbox

  • as long as we have up to 2 buttons, we have them separately next to each other

  • where we have more options, the drop-down will be implemented

  • informational and for alignment across apps: there was a related discussion and a survey by the App Interaction SIG that resulted in: https://folio-org.atlassian.net/browse/UXPROD-4506

Improvements that are wished for:

  • users wish for an easy way to duplicate AGLs

    • preferred solution is to have this action under: AGL detail view > Actions > Duplicate

    • duplicated AGLs will be created under a new or the same agreement

  • users wish to be able to move AGLs between agreements

  • users wish to be able to unlink an AGL and retain it; show the description as name/description

Postponed: When duplicating an agreement/ or a license: additional fields should be duplicated

Chat

14:01:44 Von Zorian Sasyk | EBSCO FOLIO Implementation an Alle:
Good morning/good afternoon!
14:01:47 Von Martina Schildt | VZG an Alle:
This is the agenda for today: 2024-06-26 - ERM SIG meeting
14:03:21 Von Owen Stephens an Alle:
Also the ERM + Workflows @Martina Schildt | VZG
14:06:39 Von Zorian Sasyk | EBSCO FOLIO Implementation an Alle:
Yes I would be interested to read/watch more info on the new Workflow stuff. In particular, curious if it has notice capability
14:07:11 Von Martina Schildt | VZG an Alle:
Reacted to "Yes I would be inter..." with 👍
14:08:57 Von Becca Banach an Alle:
Reacted to "Yes I would be inter..." with 👍
14:09:03 Von Becca Banach an Alle:
Removed a 👍 reaction from "Yes I would be inter..."
14:10:00 Von Owen Stephens an Alle:
Reacted to "Yes I would be inter..." with 👍
14:10:25 Von Jessica Harris an Alle:
I never look at it
14:10:46 Von Phil Adams an Alle:
Reacted to "I never look at it" with 👍
14:11:26 Von Becca Banach an Alle:
Maybe a more static list updated less frequently?
14:11:36 Von Martina Schildt | VZG an Alle:
Reacted to "Maybe a more static ..." with 👍
14:11:41 Von Martina Schildt | VZG an Alle:
a members list
14:12:17 Von Becca Banach an Alle:
Reacted to "a members list" with 👍🏻
14:12:39 Von Zorian Sasyk | EBSCO FOLIO Implementation an Alle:
https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0073594
14:12:47 Von Zorian Sasyk | EBSCO FOLIO Implementation an Alle:
Maybe Peter could get us reports on attendees?
14:16:38 Von Martina Schildt | VZG an Alle:
Reacted to "https://support.zoom..." with 🙏
14:42:11 Von Sabrina Bayer an Alle:
I would say: Actions -> duplicate
14:42:24 Von Phil Adams an Alle:
Reacted to "I would say: Actions..." with 👍
14:42:36 Von Sara Colglazier an Alle:
Reacted to "I would say: Actions..." with 👍
14:42:52 Von Becca Banach an Alle:
Reacted to "I would say: Actions..." with 👍
14:49:06 Von Martina Schildt | VZG an Alle:
We had a reltaed discussion in AI SIG: https://folio-org.atlassian.net/browse/UXPROD-4506
14:55:08 Von Sara Colglazier an Alle:
I want to rewrite my POLs for Ongoing Orders so often!!
14:55:26 Von Gail Murray (she/her) an Alle:
Reacted to "I want to rewrite my..." with 💯